Broker Check

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PH Tax & Wealth Solutions Certified Public Accountants, Inc.  

Formerly Petsas & Hill Certified Public Accountants, Inc.

Due to the statewide shelter-in-place declared, our office will be open in a limited capacity until the order has been lifted. We will be available by phone and email; however, we will not be available for in-person visits and/or meetings. 

As of March 20th, both the IRS and the CA Franchise Tax Board have extended the 2019 filing and tax payment deadline to July 15th. The 2020 first and second quarter estimated tax payment due dates have also been extended to July 15th. If we have not yet completed your tax return, we remain committed to timely-filing by the new extended deadline.

We thank you for your patience.

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About Avantax

Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes. Since 1983, Avantax Wealth Management has provided advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client’s financial success.

Ranked as one of the top 15 broker-dealer firms1, there are more than 3,500 Avantax Financial Advisors managing over $45 billion in assets across the nation2.

 

 

1Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

2As of June 5, 2019